Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on
disclosures-clerk.house.gov
and running our own code over them. The PDFs are often hand-filled or scanned and our parser can
misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact
sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales
filed late or never, skew the portfolio math; and the calculations themselves may have bugs.
Treat the numbers as a rough guide and
tell us
if something looks off.
Zoe Lofgren
Following their disclosures vs. same money in SPY: -117.0 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL | Lynwood Unified School District GO Bonds govt security | $100K–$250K | 2025-12-11 | 2026-01-06 | PDF → |
| SELL | California State Public Works Board Lease Re govt security | $1K–$15K | 2025-12-11 | 2026-01-06 | PDF → |
| SELL |  UN UNP
corporate bond
|
$15K–$50K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  JE JEF
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  AB ABBV
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  AM AMZN
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  AE AEP
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  AM AMT
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  BU BUD
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  AM AMAT
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  BM BMO
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  CA CAT
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  CS CSCO
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  C C
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  CV CVS
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  BA BAC
corporate bond
|
$15K–$50K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  MS MS
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  NT NTAP
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  OC OCLCF
corporate bond
|
$15K–$50K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL | Of: John Marshall Collins Rollover IRA Descr corporate bond | $1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  PF PFE
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  US USB
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  UN UNH
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  VZ VZ
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  WB WBA
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  WF WFC
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  WB WBK
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  KL KLAC
corporate bond
|
$1K–$15K | 2023-05-26 | 2023-06-06 | PDF → |
| SELL |  T T
|
$1K–$15K | 2023-05-25 | 2023-06-06 | PDF → |
| SELL |  AO AON
|
$1K–$15K | 2023-05-25 | 2023-06-06 | PDF → |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Lofgren still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
| UN UNP |
$40K | 10.7% | +46.8% | May 2022 | Apr 2022 | |
 DE DECK |
$29K | 7.8% | +757.3% | Mar 2016 | May 2023 | |
 CT CTAS |
$21K | 5.5% | +151.6% | Jul 2017 | May 2023 | |
| KL KLAC |
$21K | 5.5% | +432.1% | May 2022 | Apr 2022 | |
 AA AAPL |
$18K | 4.7% | +882.1% | Jul 2017 | Mar 2020 | |
 MS MSFT |
$18K | 4.7% | +694.8% | Jul 2017 | Mar 2020 | |
 CO COST |
$16K | 4.1% | +225.6% | Jul 2017 | May 2023 | |
 LL LLY |
$16K | 4.1% | +1653.8% | Jul 2017 | Aug 2018 | |
 HC HCA |
$14K | 3.7% | +173.2% | Jul 2020 | May 2023 | |
 IR IR |
$13K | 3.6% | +248.3% | Jul 2017 | Jun 2017 | |
| AO AON |
$12K | 3.1% | +23.3% | Mar 2020 | May 2023 | |
 TM TMO |
$11K | 3.0% | +37.1% | Jul 2017 | May 2023 | |
 JP JPM |
$11K | 2.8% | +127.1% | Jul 2017 | May 2023 | |
 TT TT |
$10K | 2.7% | +176.3% | Sep 2021 | May 2023 | |
 WM WMT |
$10K | 2.6% | +171.6% | Jul 2017 | Oct 2021 | |
 MA MA |
$8K | 2.3% | +77.6% | Jul 2017 | May 2023 | |
 HD HD |
$7K | 2.0% | +6.9% | Jul 2017 | Oct 2021 | |
 V V |
$7K | 1.9% | +80.8% | Jul 2017 | May 2023 | |
 PW PWR |
$6K | 1.6% | +382.8% | Oct 2022 | May 2023 | |
 IN INTC |
$6K | 1.5% | +233.7% | Jul 2017 | Mar 2020 | |
 EW EW |
$6K | 1.5% | -19.0% | Jul 2017 | May 2023 | |
 MR MRK |
$6K | 1.5% | +102.5% | Jul 2017 | May 2023 | |
 CM CME |
$5K | 1.4% | +79.2% | Jul 2017 | May 2023 | |
 NX NXPI |
$5K | 1.3% | +44.3% | Sep 2021 | May 2023 | |
 TM TMUS |
$5K | 1.3% | +28.5% | Mar 2020 | May 2023 | |
| UN UNH |
$5K | 1.3% | +8.2% | Jul 2017 | May 2023 | |
 DH DHR |
$4K | 1.2% | +5.4% | Jul 2017 | May 2023 | |
 BB BBT |
$4K | 1.1% | +5.3% | Apr 2018 | Mar 2018 | |
 DO DOW |
$4K | 1.1% | +3.4% | Mar 2019 | Jun 2017 | |
 TW TWX |
$4K | 1.0% | +0.9% | Jul 2017 | Jun 2017 | |
 NE NEE |
$4K | 0.9% | +15.5% | Nov 2017 | May 2023 | |
 PG PGX |
$3K | 0.9% | -11.3% | Oct 2021 | Sep 2021 | |
 SB SBUX |
$3K | 0.9% | +4.5% | Jul 2017 | May 2023 | |
 AP APH |
$3K | 0.8% | +832.1% | Jul 2017 | Mar 2020 | |
 BX BX |
$3K | 0.8% | +19.7% | Sep 2021 | May 2023 | |
| AE AEP |
$3K | 0.8% | +83.6% | Jul 2017 | May 2023 | |
 AC ACN |
$3K | 0.8% | -18.7% | Sep 2021 | May 2023 | |
 AW AWK |
$3K | 0.8% | -8.9% | Jul 2017 | May 2023 | |
 QC QCOM |
$3K | 0.7% | +60.3% | Jul 2020 | May 2023 | |
 XE XEL |
$3K | 0.7% | +117.9% | Jul 2017 | Mar 2020 | |
 KO KO |
$2K | 0.6% | +95.0% | Jul 2017 | May 2023 | |
 BR BRK.B |
$2K | 0.6% | +90.2% | Jul 2017 | May 2023 |
Filings 56 on file · every disclosure Lofgren has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-10 80d ago | — | PDF → |
| 2 | PTR | 2026-01-06 296d ago | 2 | PDF → |
| 3 | Annual | 2025-05-09 538d ago | — | PDF → |
| 4 | Annual | 2024-08-13 807d ago | — | PDF → |
| 5 | Annual | 2023-08-10 1176d ago | — | PDF → |
| 6 | PTR | 2023-06-06 1241d ago | 98 | PDF → |
| 7 | PTR | 2023-05-15 1263d ago | 3 | PDF → |
| 8 | PTR | 2022-11-10 1449d ago | 1 | PDF → |
| 9 | PTR | 2022-10-11 1479d ago | 6 | PDF → |
| 10 | PTR | 2022-10-06 1484d ago | 2 | PDF → |
| 11 | PTR | 2022-09-13 1507d ago | 3 | PDF → |
| 12 | Annual | 2022-08-11 1540d ago | — | PDF → |
| 13 | PTR | 2022-08-08 1543d ago | 1 | PDF → |
| 14 | PTR | 2022-07-13 1569d ago | 1 | PDF → |
| 15 | PTR | 2022-05-10 1633d ago | 3 | PDF → |
| 16 | PTR | 2022-04-11 1662d ago | 4 | PDF → |
| 17 | PTR | 2021-11-03 1821d ago | 7 | PDF → |
| 18 | PTR | 2021-10-07 1848d ago | 64 | PDF → |
| 19 | PTR | 2021-09-10 1875d ago | 36 | PDF → |
| 20 | Annual | 2021-08-04 1912d ago | — | PDF → |
| 21 | PTR | 2020-08-12 2269d ago | 2 | PDF → |
| 22 | Annual | 2020-07-24 2288d ago | — | PDF → |
| 23 | PTR | 2020-07-08 2304d ago | 5 | PDF → |
| 24 | PTR | 2020-04-11 2392d ago | 63 | PDF → |
| 25 | PTR | 2020-03-10 2424d ago | 3 | PDF → |
| 26 | PTR | 2019-12-09 2516d ago | 1 | PDF → |
| 27 | PTR | 2019-11-08 2547d ago | 3 | PDF → |
| 28 | PTR | 2019-10-08 2578d ago | 12 | PDF → |
| 29 | PTR | 2019-08-07 2640d ago | 1 | PDF → |
| 30 | PTR | 2019-07-08 2670d ago | 1 | PDF → |
| 31 | Annual | 2019-06-14 2694d ago | — | PDF → |
| 32 | PTR | 2019-05-08 2731d ago | 2 | PDF → |
| 33 | PTR | 2019-04-09 2760d ago | 7 | PDF → |
| 34 | PTR | 2019-01-03 2856d ago | 1 | PDF → |
| 35 | PTR | 2018-12-14 2876d ago | 6 | PDF → |
| 36 | PTR | 2018-10-09 2942d ago | 1 | PDF → |
| 37 | PTR | 2018-09-13 2968d ago | 10 | PDF → |
| 38 | Annual | 2018-07-10 3033d ago | — | PDF → |
| 39 | PTR | 2018-07-05 3038d ago | 3 | PDF → |
| 40 | PTR | 2018-04-05 3129d ago | 2 | PDF → |
| 41 | PTR | 2017-11-14 3271d ago | 3 | PDF → |
| 42 | PTR | 2017-10-18 3298d ago | 1 | PDF → |
| 43 | PTR | 2017-07-18 3390d ago | 78 | PDF → |
| 44 | Annual | 2017-05-15 3454d ago | — | PDF → |
| 45 | PTR | 2017-05-03 3466d ago | 1 | PDF → |
| 46 | PTR | 2016-12-28 3592d ago | 1 | PDF → |
| 47 | PTR | 2016-10-24 3657d ago | 1 | PDF → |
| 48 | Annual | 2016-05-16 3818d ago | — | PDF → |
| 49 | PTR | 2016-05-11 3823d ago | 1 | PDF → |
| 50 | PTR | 2016-03-08 3887d ago | 1 | PDF → |
| 51 | PTR | 2016-01-22 3933d ago | 1 | PDF → |
| 52 | PTR | 2015-08-19 4089d ago | 1 | PDF → |
| 53 | Annual | 2015-05-14 4186d ago | — | PDF → |
| 54 | Annual | 2014-05-14 4551d ago | — | PDF → |
| 55 | Annual | 2013-05-15 4915d ago | — | PDF → |
| 56 | Annual | 2012-05-15 5280d ago | — | PDF → |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.
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